Revisiting Earnings & Valuation

(1) The life of Brian. (2) Despite Brexit, London is booming. (3) Hillary and me. (4) No trade deal yet with China. (5) What if Chinese troops repress Hong Kong? (6) Mixed signals from stock market indicators. (7) Only 400 points to go from 3100 to 3500. (8) Doing the math again. (9) Forecasting forward earnings. (10) Growth recession in business sales. (11) Melt-up risk. (12) Valuation models factoring inflation show market isn’t overvalued, though not cheap. (13) Movie review: “Ford v Ferrari” (+).